$MIXUE GROUP(02097)$ $POP MART

$MIXUE GROUP(02097)$ $POP MART(09992)$ Pop Mart hitting fresh highs hurts because I saw the fandom growing—but still didn’t buy.

IP Goldmine: They figured out how to turn blind-box toys into high-margin, recurring revenue. Every character they launch turns into an instant collectible frenzy.
Retail-as-Experience: It’s not just a product—it’s a vibe. The vending machines, the flagship stores, the online hype... they nailed Gen Z psychology.
Overthought It: I kept thinking, “This can’t last.” But it’s not just hype—it’s a lifestyle brand now. And they’re expanding globally, especially in Japan and Southeast Asia.

Honestly, I regret not trusting the emotional side of consumer spending. People love dopamine. Pop Mart sells it in tiny boxes—and I missed the ride.

Pop Mart Defies the Falling Trend & Rebounds! Eyeing HK$300?

JPMorgan sharply cut its target price for Pop Mart from HK$400 to HK$300. Then the stock dips till $252 and rebounded yesterday despite HK market decline? 1. Do you think Pop Mart can maintain investor excitement without near-term major catalysts? 2. Will Labubu & Friends and interactive toys meaningfully expand Pop Mart’s IP value? 3. At what price level would you consider Pop Mart a buy?

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Comments

Gdman
04-25
Gdman
Like I mentioned many times it’s not for the faint hearted. It is a very volatile with up and down more than 5% or even 10%. The shares behave more like a derivatives or options
vanngoh
04-30
vanngoh
it will go to 225 within a week frm now

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Eyeing HK$300?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":a86aa81f2dd84fe0b9e9f0929eb4c6b0}&rnconfig={\"headerBarHidden\": true}","description":"JPMorgan sharply cut its target price for Pop Mart from HK$400 to HK$300. Then the stock dips till $252 and rebounded yesterday despite HK market decline?\n1. Do you think Pop Mart can maintain investor excitement without near-term major catalysts?\n2. Will Labubu & Friends and interactive toys meaningfully expand Pop Mart’s IP value?\n3. At what price level would you consider Pop Mart a buy?","image":"https://community-static.tradeup.com/news/c3b196e00a097bd52af52d1d248f677c"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"02097\" class=\"teditor-mention\" data-mention-name=\"MIXUE GROUP\" href=\"https://ttm.financial/S/02097\">$MIXUE GROUP(02097)$</a> <a data-mention-id=\"09992\" class=\"teditor-mention\" data-mention-name=\"POP MART\" href=\"https://ttm.financial/S/09992\">$POP MART(09992)$</a> Pop Mart hitting fresh highs hurts because I saw the fandom growing—but still didn’t buy.<ol start=\"1\" style=\"\"><li>IP Goldmine: They figured out how to turn blind-box toys into high-margin, recurring revenue. Every character they launch turns into an instant collectible frenzy.</li><li>Retail-as-Experience: It’s not just a product—it’s a vibe. The vending machines, the flagship stores, the online hype... they nailed Gen Z psychology.</li><li>Overthought It: I kept thinking, “This can’t last.” But it’s not just hype—it’s a lifestyle brand now. And they’re expanding globally, especially in Japan and Southeast Asia.</li></ol>Honestly, I regret not trusting the emotional side of consumer spending. People love dopamine. Pop Mart sells it in tiny boxes—and I missed the ride.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"02097\" class=\"teditor-mention\" data-mention-name=\"MIXUE GROUP\" href=\"https://ttm.financial/S/02097\">$MIXUE GROUP(02097)$</a> <a data-mention-id=\"09992\" class=\"teditor-mention\" data-mention-name=\"POP MART\" href=\"https://ttm.financial/S/09992\">$POP MART(09992)$</a> Pop Mart hitting fresh highs hurts because I saw the fandom growing—but still didn’t buy.<ol start=\"1\" style=\"\"><li>IP Goldmine: They figured out how to turn blind-box toys into high-margin, recurring revenue. Every character they launch turns into an instant collectible frenzy.</li><li>Retail-as-Experience: It’s not just a product—it’s a vibe. The vending machines, the flagship stores, the online hype... they nailed Gen Z psychology.</li><li>Overthought It: I kept thinking, “This can’t last.” But it’s not just hype—it’s a lifestyle brand now. 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